General

The AI Agent Module allows you to create intelligent voice assistants that make and receive phone calls automatically. Your agents can conduct natural conversations, book appointments, transfer calls, and connect with your CRM.

✨ Main Features

• Create AI Agents – Design voice assistants with custom personalities and flows
• Handle Phone Calls – Manage both inbound and outbound calls
• AI Conversations – Automate dialogue using smart prompt configurations
• CRM Integration – Tie directly into GoHighLevel for data sync
• Phone Number Management – Assign & control numbers for each agent
• Import/Export – Share agent setups easily

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🛠️ How to Use

1️⃣ Access AI Agents

1. Open the dashboard.
2. Click AI Agents in the sidebar.
3. Click Add Agent.

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2️⃣ Configure Your Agent

Agent setup is organized into several tabs, starting with “General”. This guide walks you through the key components found in the General tab.

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⚙️ General Settings

🆔 Agent Information

• Agent Name: Set a unique display name for your agent\
• Status: Toggle agent active/inactive\
• Folder: Organize agents into folders for easy management\
• GHL Location: Link the agent to a GoHighLevel account/location\

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🧠 Prompt Editing Modes & Management Actions

Sectioned Prompt

Best for most users

Break your agent’s logic into 12 sections—like Instructions, Greetings, Call Flow, Character, Booking, FAQ, and more.
Why use it?

• Easy to organize and edit
• Each area is separate—so changes are safe
• Great for teams or beginners

How?

1. Select Sectioned Prompt at the top
2. Fill out or skip any section you want

Single Prompt

For prompt experts

Use one big box for all instructions if you want full control and advanced formatting. Why use it?

• Edit and paste everything at once
• Great for importing/exporting

How?

1. Select Single Prompt at the top
2. Edit or paste your full prompt

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Copy

Copy your entire prompt or all sections.
How? Click COPY PROMPT.
Useful for backups and sharing.

Paste

Paste copied prompt text in one click.
How? Click PASTE PROMPT.
Sections fill automatically if formatted.

Clear

Remove all prompt text instantly.
How? Click CLEAR PROMPT.
Warning: This cannot be undone.

📝 Prompt Configuration

The heart of your agent’s intelligence—this is where you define instructions, greetings, behaviors, and flows.

🧩 Core Configuration Areas:

• Project Instructions/Requests:
  Define the main purpose, goals, and what the agent should do.

• Welcome Message:
  Configure how the agent starts every conversation.
  
  Choose dynamic or custom message greetings for inbound and outbound interactions. Dynamic variables personalize greetings, e.g. {{first_name}}.

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• Greeting :
  Customize how your agent greets contacts for both outbound and inbound calls.\

  

  In the “Greetings” section, you can set a different greeting phrase for outbound scenarios. For example:

  ➔ "Hi {{first_name}}, this is Sarah from Orbit, warm hello!"
  

  The interface supports dynamic variables such as {{first_name}} to further personalize greetings.
  Use the Expand button to view or edit more complex greeting templates and see all available tags.

• Call Flow:
  Set up the exact call sequence your agent should follow (Introduction → Discovery → Offer → Close).\

  

• Character:
  Give your agent a personality, tone, and behavioral traits.\

  

  Define how formal, casual, or playful your agent should be, including “human-like” fillers if needed.

• Transfer Call:
  Set up how and when the agent should transfer to a human, plus fallback instructions if no one answers.\

  

• Critical Instructions:
  Add strict guidelines for agent behavior—keep conversations human-like, never reveal it is AI, safeguard sensitive info, and follow call rules.\

  

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🏷️ Custom Field References

• Easily reference and insert field tags (e.g., {lead.firstName}, {appointment.time}) into scripts, messages, and notes.
• Copy-paste variables to personalize any dialog line.
• Use curly braces {field} for all variable tags.
• Includes one-click copy, context hints, and a collapsible interface.

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🏢 What Does Your Company Do

Configure how agents answer “What does your company do?” and similar questions about your business’s value proposition.

• Use a simple, conversational format:
  • Problem / Pain → “Most [industry] struggle with…”
  • Solution → “We help by…”
  • Result → “So you…”
  • Pivot → “The best way to see it is on a quick strategy call.”
• Keep answers short (10–15 sec) and guide conversation naturally toward your desired next step.
• Example template:
  ~ “We build AI tools that handle the boring parts of outreach and follow-up. That way business owners don’t lose leads and can close deals faster. Honestly though, it’s easier to just show you live on a strategy call — that way you’ll see exactly how it works.”
• Collapsible editor, structured format, and room for multiple response templates.

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📜 Script

Define the step-by-step call flow and script the agent will follow:

• Start with greeting and introduction
• Proceed to qualification, discovery, and booking phases
• Use a tilde ~ to begin each line for clarity
• Drag-and-drop ordering, color-coded phases, and a collapsible script editor panel

Example script:

~ Hi, this is [Agent Name] calling from [Company]. How are you today?
~ The reason for my call is to see if you’re open to a quick chat about [value proposition/solution].
~ Can I ask—are you currently facing challenges with [problem/industry pain point]?
~ I’d love to show you how we’ve helped others by [brief benefit].
~ What works better for you—a call this week or next for a quick walkthrough?
~ To make sure you get the most out of it, is there anything specific you’d like us to cover?
~ Amazing. I’ve booked you in and will send you a confirmation—looking forward to our chat!

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🛡️ Objection Handling

Train your AI agent with strong, ready-to-use responses for the most common objections.

• Editable objection-response pairs
• Copy to clipboard and search/filter features
• Structure by topic (e.g., “Not interested”, “What is this?”, “Already work with someone”, etc.)

Objection	Example Response
Not interested	”Totally understand. A lot of business owners said the same…”
What is this about?	”Good question. Based on what I see, your company…”
Send me something.	”Absolutely! Is email best? I’ll send you a quick overview…”
…	…

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📅 Booking Flow

Set up the entire appointment booking workflow:

• Syncs with GoHighLevel calendars
• Automates qualification, slot presentation, confirmation, and reminders
• Handles time zone logic and no-availability scenarios
• Drag-and-drop reorderable steps, script editor, collapsible panel

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📚 FAQ / Knowledge Base

Centralize common questions, business info, and responses for compliance, business hours, objections, etc.

• Markdown/Plain Text support
• Edit in a single unified panel
• Live reference for your AI agent
• Collapsible for a clean workspace

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• 💾 Save: Save current prompt configuration\

  

• Override: Update the current version immediately\

  

• New Version: Create a backup before applying changes\

  

• Load Prompt: Select from saved prompts

• Delete Prompt: Remove old or unwanted prompts

  • Use Save to apply changes, or create a new version as a backup (supports rollback capability and experimentation).

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